Sheets Smith Wealth Management’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,492	Closed	-$407K	–	407
2024 Q1	$407K	Buy	1,492 +5	+0.3%	+$1.42K	0.05%	284
2023 Q4	$411K	Sell	1,487 -96	-6%	-$22.9K	0.06%	245
2023 Q3	$340K	Buy	+1,583	New	+$367K	0.05%	259
2022 Q1	–	Sell	-1,369	Closed	-$374K	–	389
2021 Q4	$374K	Hold	1,369	–	–	0.05%	274
2021 Q3	$342K	Hold	1,369	–	–	0.05%	274
2021 Q2	$327K	Buy	1,369 +1	+0.1%	+$240	0.04%	289
2021 Q1	$340K	Hold	1,368	–	–	0.05%	259
2020 Q4	$328K	Buy	1,368 +134	+11%	+$30.1K	0.05%	264
2020 Q3	$265K	Buy	+1,234	New	+$244K	0.05%	250
2019 Q3	–	Sell	-2,723	Closed	-$560K	–	322
2019 Q2	$560K	Sell	2,723 -103	-4%	-$20.8K	0.12%	186
2019 Q1	$545K	Buy	+2,826	New	+$514K	0.12%	182
2018 Q4	–	Sell	-5,466	Closed	-$798K	–	323
2018 Q3	$798K	Buy	5,466 +82	+2%	+$11.4K	0.17%	156
2018 Q2	$652K	Buy	5,384 +51	+1%	+$6.53K	0.15%	160
2018 Q1	$678K	Sell	5,333 -109	-2%	-$13.3K	0.16%	152
2017 Q4	$554K	Buy	5,442 +105	+2%	+$11.2K	0.13%	186
2017 Q3	$562K	Buy	5,337 +2,444	+84%	+$252K	0.14%	179
2017 Q2	$281K	Buy	+2,893	New	+$270K	0.07%	249